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  • Blog Post: Where do you want your cheese to be ?

    The world is going through a period of change. Boom & bust cycles are a fact of life but this time, some say, it is unprecedented change. Fundamental assumptions are changing & continue to do so. Arguably, unlike previous recessionary times, these changes are happening faster & reaching further...
  • Forum Thread: Lead Stage unchanged when Lead converted to Opportunity

    Hi there I have encountered a peculiar issue in our Sage CRM system (7.1c): When a lead gets converted to an Opportunity, the [lead_stage] does not change to 'Converted'. Instead it stays in the stage it was in at the time of conversion. Where in CRM can I ensure the stage is updated correctly...
  • Forum Thread: Automatically creating a task after creating a new opportunity

    Once an opportunity has been created by a salesman in our system, the opportunity needs to be then assigned to a sales manager, so that this sales manager can decide whether to progress with the opportunity, or not. What is needed is for the salesman to be able to create a task for the sales manger...
  • Forum Thread: [question]It hasn't effect to sent a email by workflow in primary rule using Javascript condition

    sage7.0.c.1 Hi all, I want to sent a Email when I insert a new record into database。 For Example,if someone add a record and the value of a Field is 9(example:statu = 9),then atuo sent a Email to a user,how to achieve it? Dose it can be achieved by workflow? Thank all of you first!
  • Forum Thread: Chart Duplication

    hi all, this chart give me duplicate data i cant solve it any help ???????????and the code shown var strSQL = "select count(mesh_membershipid) as 'mycount', 'Class 1000' as 'mytype' from membership where mesh_class=0 union select count(mesh_membershipid) as 'mycount'...
  • Forum Reply: Re: Workflow for Quotation/Orders

    Dears, i beleive that Workflow for Orders & Quotes is supported and works like a Charm. please follow the below steps: open the Database > table Custom_sysparams change the below Values to 'Y' AllowWorkflowForQA Workflowquotes Workfloworders after this restart IIS and...
  • Forum Thread: Checkbox validation

    Hi I want to validate if a checkbox field is ticked. But for some reason I am not able to make use of the standard validation script here. field name to be validated = 'oppo_invoiceattached' field type = checkbox db value when ticked = 'Y' db value when unticked (default) = NULL...
  • Forum Thread: Setting workflow value to a user

  • Forum Thread: Access base Field .NET

    I have the base screen in .net sage crm how can i access the field in the screen???????????? and give it caption or onchange or .....etc how r u Jeff??
  • Forum Thread: TIME VALIDATION IN JAVASCRIPT CONDITION FOR WORKFLOW

    Hi, I have a problem inside javascript condition of the workflow. I have a a parent state and 2 child state for the parent state.Based on the condition it should go to one of the child state from the parent state. I am giving the following condition to validate the path of the workflow in the 2...
  • Forum Thread: How to get current entity field value in workflow

    hi all! How to get current entry field value in onchangescript within workflow ? thinks!
  • Forum Thread: Progress Note box Length

    Hi all There are a couple of posts surrounding progress notes, but I could find the answer I was looking for hence the post. On the tracking tab, the list of progress notes are displayed along with the date / time created and the person that created them. In the screen shot below you can see...
  • Forum Reply: Re: Setting Specific Field Values on Opportunity (Workflow) Selection

    I have a field, oppo_type in my Opportunities Entity and it's displayed in the OpportunityDetailBox I also have this created in the OpportunityProgress Secondary Entity Now, I have my After Market Workflow and when I have my primary rule set and an action to make the type_oppo default...
  • Forum Thread: Possibility of running stored procedure through WSDL

    Hi. I'm trying to customize CRM 6.2 via WSDL and I've the following questions: 1. Can we run stored procedure through WSDL? 2. If 1 is true, can we run stored procedure for workflow table (e.g., "WorkflowInstance")? The problem is that all actions in WSDL (AFAIUI) require Entity...
  • Forum Thread: Hiding Workflow rules from certain territories

    Hi, I am trying to hide a workflow rule from certain territories, but the scripts I am running end up displaying for all, or hiding for all. Please could someone take a look and advise where I am going wrong? Some of the scripts I have used are below; var intUserID = CurrentUser.user_PrimaryTerritory;...
  • Forum Thread: Cancel Button sage crm

    Hi, i wanna as about Cancel Button What is the ASP Code Or Code In Location that Cach the Cancelation when press cancel how to detect that cancel button pressed thanks
  • Forum Thread: Uploaded Leads not on Workflow

    Hi Sage CRM v.7.1. I have uploaded a lead using the Data Upload, but the workflow actions do not appear on the right. This means the lead is not on the workflow. I my case, leads are only put on the workflow if added manually. Problem is that I have about 1500 leads, and thus cannot add them...
  • Forum Thread: Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks
  • Forum Thread: Automatic emails picking up different languages/footers depending on case type/pers_language

    Hello, We have just started to use the Case functionality, and are looking at the possibility of being able to send automatic emails from within the workflow to the customers. I can get this to work fine, but have been asked if it is possible to send the emails translated into the preferred language...
  • Forum Thread: Tasks Cannot be Created in the First Workflow Stage

    CRM v6.2.i I have a workflow that when it's created, the Opportunity Notifications picks it up and shoots an Email to the #oppo_assigneduserid# to tell them they have a new opportunity. Well the only way that they can find it is by searching for it (I did put a link in the email, but it requires...
  • Forum Thread: CRM Workflow - Edit Email Before Sending

    Hi There, I am trying to develop a Company Workflow, of which the following is a part: Change some fields ---> Send an email ---> Change some more fields (this step may happen several days later) The email that is sent is a standard template, but it needs to be amended by the user prior to sending...
  • Forum Thread: I need to design an opportunity Workflow. Help!

  • Forum Reply: Re: Escalation and Notification of an Approaching Due Date

    The code so far: (oppo_assigneduserid=#U) AND (oppo_3daysbefore = '0') AND (oppo_status != 'Complete') AND (oppo_type = 'ProjectPreBid') AND ((oppo_biddate - getdate() <= 3) AND (0 <= oppo_biddate - getdate())) There's a few hiccups when this thing runs. 1....
  • Forum Thread: New Workflow for Custom Entity

    I have created a new entity in CRM without workflow. Now there is a requirement to introduce a new workflow for the entity. How can I introduce a new workflow into the current entity.
  • Forum Reply: Re: Permissions

    Not work still request me to enter password to login and when enter the pass... of the user account give me error and this is a picture